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Artwork for Liquid Assets: A Beverage Industry Podcast

Liquid Assets: A Beverage Industry Podcast

Rabobank
Alcohol Consumption
Inflation
Tariffs
Beverage Industry
Wine Industry
Rabobank
Spirits
Consumer Behavior
Distributor Agreements
Sipsource
Consumer Trends
Market Trends
Beer Distribution
Orange Juice
Public Health Messaging
Constellation Brands
Jenda
Ready-To-Drink (RTD) Brands
Bourbon
Citrus Greening

Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world. Please read our disclaimer here: research.rabobank.com/far/en/footer/disclaimer.html

PublishesTwice monthlyEpisodes131Founded8 years ago
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Artwork for Liquid Assets: A Beverage Industry Podcast

Latest Episodes

Around 25% of US spirits sales move through control states, but how do they work? How are they different from open states, and what can suppliers do to improve their performance in these markets? In this episode we speak to leadership at the National... more

US inflation in April reached its highest level in three years, driven in part by the war in Iran. The volume of oil flows affected by the conflict is three times larger than the disruption caused by the Russian invasion of Ukraine, yet many firms – ... more

This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.

For those wanting to thank Francois for ... more

Wine supplies continue to outstrip demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers return to discuss the larger-than-(some)-expected 2025 California grape crush, the path to equilibrium in wine supply, and whether the costs of... more

Key Facts

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Recent Guests

Jane Foley
Rabobank's head of foreign exchange strategy
Rabobank
Episode: The economic outlook amid an energy crisis three times larger than the shock from Russia's invasion of Ukraine
Joe DeLaura
Rabobank's senior energy strategist
Rabobank
Episode: The economic outlook amid an energy crisis three times larger than the shock from Russia's invasion of Ukraine
Francois Sonneville
Beer analyst departing Rabobank; long-time Rabobank/FAR contributor
Rabobank
Episode: Is beer back? Maybe
Glenn Proctor
Partner at Ciatti, global wine and grape broker
Ciatti
Episode: Will the US wine industry ever recover from the current glut?
Jeff Bitter
President of Allied Grape Growers
Allied Grape Growers
Episode: Will the US wine industry ever recover from the current glut?
Burkhard Nesson
Industry commentator and episode regular
Episode: Will the US wine industry ever recover from the current glut?
Burkhard Nessen
Analyst and podcast host
Rabobank
Episode: Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Nick Papanicolaou
CEO and founder of No Sleep Beverage, investor and accelerator
No Sleep Beverage
Episode: The new world for venture capital
Jason Sherman
Co-founder and managing partner at Top Shelf Ventures
Top Shelf Ventures
Episode: The new world for venture capital

Hosts

Stephen Ranocleave
Global Strategist for Beverages at Rabobank; Host/Global beverage macro analysis
Burkhard Nessen
Host/Producer; on-site production credits and closing narration

Reviews

5.0 out of 5 stars from 172 ratings
  • Truly Enlightening

    “The capacity to learn is a gift, the ability to learn is a skill, the willingness to learn is a choice." - Albert Einstein

    Liquid Assets is a wonderful teacher and informant on the “TODAY” of Adult Beverage. The hosts are great and the episodes fly by. Truly enlightening.

    Apple Podcasts
    5
    Est.1969
    United Statesa year ago
  • Mandatory listening for Bev alc business professionals

    If you are serious about understanding the inside running on the biggest business drivers in Bev alcohol, this must be on your listening roster. Always insightful and balanced.

    Apple Podcasts
    5
    R. Hopkins
    United Statesa year ago
  • A Must for Alc Bev Professional

    I honestly haven’t heard of any C-suite Alc Bev Executive who’s NOT aware of this awesome and insightful podcast. Great variety of topics, thought-provoking, smart and sharp. If you’re in the industry (or want to get into Alc Bev) - follow and listen immediately.

    Apple Podcasts
    5
    Nikolai Zeinikov
    United States3 years ago
  • Loved the podcast with Danny Wirtz

    Super relatable podcast with Danny Wirtz really loved hearing about industry trends, and what’s on the horizon for Breakthru Beverage

    Apple Podcasts
    5
    Smiley5137
    United States3 years ago
  • Top notch insights

    All in on the Liquid Assets podcast: always on top of key industry trends and presented in a professional yet fun manner. Keep up the great work!

    Apple Podcasts
    5
    RobbKrist
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Hosts balance rigorous analysis with engaging banter and industry context.
Great for beverage professionals; in-depth topics with practical implications.
Generally regarded as a high-signal, data-driven take on the beverage industry.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Q: Why might this deal make sense, and what are the key sources of value?
The guests discuss diversification across categories and geographies, the strong platform Pernod Ricard has in Asia, and potential revenue and cost synergies, particularly in procurement and fixed costs, that could be unlocked by a combined portfolio.
Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Q: What do we know so far about what's been announced about the deal?
Richard explains that both companies confirmed talks after initial leaks, and that the press releases are strikingly similar, signaling a real discussion with potential synergies but without quantified details yet.
Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy
Q: How does Breakthru plan to balance caution and excitement in new markets?
By approaching new challenges with careful planning and a commitment to stabilize their operational footprint, especially in large markets like California.
Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy
Q: What does the 'best athlete' strategy mean for suppliers?
It implies that brands are prioritizing top-performing wholesalers in specific markets to enhance growth and execution.
Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy
Q: How is Breakthru adapting to industry challenges?
Breakthru is focusing on resilience and core business fundamentals while looking for growth opportunities in a challenging environment.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Liquid Assets delivers data-driven, market-focused analysis of the beverage industry with expert guests and entertaining banter. Episodes frequently cover macro dynamics (inflation, energy costs), M&A talk in spirits and wine, supply chain challenges, and the shifting role of distribution and RTD formats. The show stands out for integrating deep industry research with candid guest perspectives, and for translating complex market signals into practical implications for producers, distributors, and investors. Listeners are likely industry professionals who value rigorous analysis delivered in an approachable, TL;DR-friendly format.

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These podcasts share a similar audience with this podcast:

1. VinePair Podcast
2. Business Breakdowns
3. The Compound and Friends
4. Invest Like the Best with Patrick O'Shaughnessy
5. Masters of Scale

How many episodes of this podcast are there?

this podcast launched 8 years ago and published 131 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Jane Foley
2. Joe DeLaura
3. Francois Sonneville
4. Glenn Proctor
5. Jeff Bitter
6. Burkhard Nesson
7. Burkhard Nessen
8. Nick Papanicolaou

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